HWA

Hillcrest Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$854K	Hold	2,800	–	–	0.4%	27
2025 Q1	$807K	Hold	2,800	–	–	0.4%	29
2024 Q4	$678K	Hold	2,800	–	–	0.32%	32
2024 Q3	$681K	Hold	2,800	–	–	0.34%	30
2024 Q2	$602K	Hold	2,800	–	–	0.32%	31
2024 Q1	$576K	Hold	2,800	–	–	0.31%	32
2023 Q4	$535K	Hold	2,800	–	–	0.3%	33
2023 Q3	$480K	Hold	2,800	–	–	0.27%	35
2023 Q2	$499K	Hold	2,800	–	–	0.29%	32
2023 Q1	$513K	Hold	2,800	–	–	0.3%	32
2022 Q4	$475K	Hold	2,800	–	–	0.28%	34
2022 Q3	$433K	Hold	2,800	–	–	0.27%	37
2022 Q2	$472K	Hold	2,800	–	–	0.29%	35
2022 Q1	$506K	Hold	2,800	–	–	0.28%	35
2021 Q4	$479K	Hold	2,800	–	–	0.26%	37
2021 Q3	$460K	Hold	2,800	–	–	0.27%	37
2021 Q2	$464K	Hold	2,800	–	–	0.28%	36
2021 Q1	$448K	Sell	2,800 -13	-0.5%	-$2.08K	0.27%	37
2020 Q4	$502K	Hold	2,813	–	–	0.34%	35
2020 Q3	$498K	Hold	2,813	–	–	0.35%	41
2020 Q2	$471K	Sell	2,813 -225	-7%	-$37.7K	0.41%	30
2020 Q1	$450K	Buy	3,038 +238	+9%	+$35.3K	0.45%	30
2019 Q4	$400K	Hold	2,800	–	–	0.33%	29
2019 Q3	$389K	Hold	2,800	–	–	0.33%	32
2019 Q2	$373K	Sell	2,800 -186	-6%	-$24.8K	0.31%	35
2019 Q1	$364K	Hold	2,986	–	–	0.32%	32
2018 Q4	$362K	Buy	+2,986	New	+$362K	0.34%	34